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Sponsor portfolio

HOLST BROTHERS, INC.

EIN 95-4278471-Construction-Latest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
40
28225 AGOURA ROAD - AGOURA HILLS, CA 91301310-457-4117holstbrothers.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$1.3M - 16 part#001401k-$842K - 24 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 40 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CASH BALANCE PENSION (#002)60%
  • PLAN AND TRUST (#001)40%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)24
  • CASH BALANCE PENSION (#002)16
Total 40Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HOLST BROTHERS CASH BALANCE PENSION PLAN

CashBalance

Assets$1.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

HOLST BROTHERS 401(K) PLAN AND TRUST

401k

Assets$842K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HOLST BROTHERS CASH BALANCE PENSION PLANCashBalance$1.3M162024
001HOLST BROTHERS 401(K) PLAN AND TRUST401k$842K242024
Retirement plans
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